See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,014 | $57,354-70.3% | $83,848-79.7% | $64,186-73.5% |
| Participation rate | 53.7% | 68.6%-14.9pp | 76.1%-22.5pp | 69.6%-15.9pp |
| Annual return | -9.31% | 11.38%-20.7pp | 850.88%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,162 | $2,545-54.4% | $3,631-68.0% | $2,381-51.2% |
| Participant deferral / active EE | $1,663 | $2,993-44.4% | $4,082-59.3% | $3,470-52.1% |
| Admin fee / account holder | $2,921 | $4,046-27.8% | $5,478-46.7% | $4,888-40.2% |